The team discuss bond market discord and why it matters for equities, plus recent updates from Hays, JD Sports and Walmart. And there's a look at why AIM tiddler Robinson could be the canary in the coalmine this cycle. We also look at why Korean tech giants SK Hynix and Samsung have decided to re-think their asset allocation policy and begin handing cash back to shareholders. Finally, , looking ahead to next week, there's a preview of Pernod Ricard, which should provide a read-across to UK drinks rival Diageo, plus Asia- and Africa-focused Prudential, and Nvidia, the world's most valuable company with a $5 trillion market cap.
